BlackRock Limited Duration Income Trust
BLW
68 hedge funds and large institutions have $149M invested in BlackRock Limited Duration Income Trust in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 67 → 68 (+1)
1% more capital invested
Capital invested by funds: $147M → $149M (+$1.76M)
0.01% less ownership
Funds ownership: 27.23% → 27.22% (-0.01%)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.34M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$857K |
| 3 |
PMG
Private Management Group
Irvine,
California
|
+$856K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$847K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFP
Cornerstone Financial Partners
Huntersville,
North Carolina
|
-$2.77M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.63M |
| 3 |
SG Americas Securities
New York
|
-$1.48M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.19M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$705K |
BLW Hedge Fund Activity: Q1 2016 in Review
68 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2016, worth a combined $149M — up 1.2% from $147M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BLW positions and 8 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.34M. The largest seller was Cornerstone Financial Partners, exiting entirely with an estimated $2.77M sold.
- 68 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2016, up from 67 in Q4 2015.
- Funds reported $149M of BlackRock Limited Duration Income Trust stock for Q1 2016, up 1.2% quarter-over-quarter.
- 9 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2016 and 8 closed out, a net change of +1 holder.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2016 was Wells Fargo, an estimated $4.34M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2016 was Cornerstone Financial Partners, an estimated $2.77M sold.
Based on aggregated 13F filings for Q1 2016.